Who founded Primary Record?

Primary Record was founded by Jean Ross, Jim McIntosh in 2023.

Who are Primary Record's investors?

Primary Record's investors include Boomerang Ventures, IU Ventures, Render Capital.

How much funding has Primary Record raised?

Primary Record has disclosed $765K raised across 2 rounds.

Where is Primary Record headquartered?

Primary Record is headquartered in Indianapolis, US.

Primary Record

Indianapolis, US · Founded 2023 · Delaware corporation · 6 employees on LinkedIn · 3 known investors

Find your way into Primary Record

102 people in our graph share verified history with the Primary Record team — schools, employers, funds. One of them is your warm intro.

Christine E. Boyleunlockedknows Jean Ross · together at The University of North Carolina at Chapel Hill (overlapped)

×8knows the team · via The University of North Carolina at Chapel Hill

knows the team · via Indiana University Health

×2knows the team · via Indiana University Indianapolis

Primary Record is a health information management platform that aggregates patient data from multiple portals and sources into a centralized location for families to organize, share, and access medical records.

Digital Health Healthtech

Founders & leadership

Primary Record was founded in 2023 by Jean Ross and Jim McIntosh.

Jean Ross inFounderJean Ross is a nurse and co-founder of Primary Record, a health information management platform that centralizes patient and family medical records from multiple sources. Her background includes work as a caregiver focused on health data interoperability and care coordination across healthcare settings.

Jim McIntoshinFounder

Chris RossNamed on SEC filing

Board

Eric Beier inBoard directorPartner and Chief Medical Officer at Boomerang Ventures

Patrick Henshaw inBoard directorManaging Director at Render Capital

Investors · 3

Boomerang VenturesIndianapolis · $250K – $1.5M

IU VenturesBloomington

Render CapitalLouisville · $750K – $1.3M

Reported raises · per SEC filings

Form D private placements

$765K disclosed across 2 rounds · 2023–2026

▶$10KraisedJun 2026 · 1 investors · Other Technology

Rule 506(b)

Officers, directors & promoters on the filing

Eric BeierDirector
James McIntoshExecutive Officer, Director
Jean RossExecutive Officer, Director, Promoter
Patrick HenshawDirector

Offering amount: $95K
Amount sold: $10K
First sale: May 2026
Incorporated: Corporation, Delaware, 2023
Federal exemptions: 06b

Full filing on SEC EDGAR ↗

▶$755KraisedNov 2023 · 6 investors · Other Technology

Rule 506(b)

Officers, directors & promoters on the filing

James McIntoshExecutive Officer, Director
Jean RossExecutive Officer, Director, Promoter
Chris RossExecutive Officer

Offering amount: $1M
Amount sold: $755K
First sale: Nov 2023
Incorporated: Corporation, Delaware, 2023
Federal exemptions: 06b

Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Competitors · 5

by search overlap

AARP61 shared keywordsAARP Services is the commercial arm of AARP that connects companies with the 50+ population through brand licensing, marketing, audience data, and innovation services. It helps organizations develop and market products and services tailored to aging consumers while leveraging AARP's trusted brand and member insights.

Accountable39 shared keywordsAccountable provides a platform that automates HIPAA compliance tasks including policies, training, risk assessments, vendor management, and incident tracking for small and mid-size healthcare organizations such as dental offices, therapy practices, and health tech startups.

Uclahealth36 shared keywordsUCLA Health is a major academic health system providing patient care across five hospitals and 290 clinics in Southern California and the Central Coast, alongside research and medical education. The organization conducts pioneering research in oncology, transplantation, neurosurgery, and other specialties, having contributed to the development of numerous FDA-approved treatments.

Synapticure34 shared keywordsSynapticure provides virtual care services for individuals and families with neurodegenerative conditions, offering access to expert-led care, cutting-edge treatments, clinical trials, and wraparound support across all 50 US states through a network of local partners.

UPMC32 shared keywordsUPMC is a regional healthcare provider that invests in community health through charity care, free and subsidized health programs, and support for seniors, veterans, and food-insecure populations.

Companies competing with Primary Record for the same Google search keywords, organic and paid, via search-intersection analysis.

In the news

Primary Record Raises $1M in Pre-Seed Fundingfinsmes.com · Dec 2023

Frequently asked questions

What does Primary Record do?: Primary Record is a health information management platform that aggregates patient data from multiple portals and sources into a centralized location for families to organize, share, and access medical records.
Who founded Primary Record?: Primary Record was founded by Jean Ross, Jim McIntosh in 2023.
Who are Primary Record's investors?: Primary Record's investors include Boomerang Ventures, IU Ventures, Render Capital.
How much funding has Primary Record raised?: Primary Record has disclosed $765K raised across 2 rounds.
Where is Primary Record headquartered?: Primary Record is headquartered in Indianapolis, US.